Financial Operations Specialist

4 weeks ago


San Diego, California, United States Atria Wealth Solutions Full time
Account Specialist Role Summary

Atria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. We are seeking a highly skilled Account Specialist to join our team.

The ideal candidate will have a strong communication skillset, attention to detail, and a persistent follow-through attitude. This position may be done HYBRID out of one of the following home office locations or fully remote: Houston, TX, San Diego, CA, Syracuse, NY, or fully remote.

Key Responsibilities:
  • Review of new account information to determine if it is in good order and processing of new account forms within the Unio platform and opening of new accounts on any of the custodial platforms.
  • Account maintenance updates and daily work items within the Unio and ZenDesk systems.
  • Review of Document Master report from Unio and opening of any accounts at custodians.
  • Linking of Contour accounts onto the Envestnet system.
  • Account maintenance events such as beneficiary changes, re-registrations, and any other updates.
  • Financial professional inquiries within stated SLA's.
  • Review and follow up of ZenDesk tickets on a consistent basis.
  • Processing of documents to custodians.


Requirements:
  • A Bachelor's Degree or equivalent work experience.
  • Strong oral and written communication skills.
  • Self-Motivated.


This is a challenging role that requires the ability to identify, analyze, and resolve problems of a moderate level in a timely manner. The ideal candidate will have background knowledge surrounding requirements for new account forms and be able to perform a variety of analytical techniques to solve all types of problems associated with new account entry as well as other operational processes.

Atria Wealth Solutions, Inc. offers a dynamic work environment and opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.

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